How to Create Payment
Click Pending Payment
Select the Invoice(s) – only of same Vendor
Click Create Payment
Input Payment Reference No.
Input Remarks (if required)
Select Approval Route under the dropdown
Approval Sequence and Next Approver will be auto populated once Approval Route is selected
If user wishes to view the invoice, click on the underlined Invoice Number hyperlink.
*Note: In order to do this, User must have “Read” access for Invoice under Feature Matrix
It will lead the user to the Invoice Details
To go back to Create Payment, click the Back button at the bottom of the screen.
If user want to include more Invoices in this payment, click Add More
Select the Invoice/(s) which user want to add
Use the scrollbar to scroll to the right
Input Amount to Pay or select/tick Pay All
Credit Note(s) tied to this invoice will appear under the Credit Note
Select/Tick the box to apply the Credit Note(s) to this payment
Once the Payment is created, there will be a notification to inform the user that Payment has been successfully created. User can click “I Understand” or “Cancel”.
The status of the Payment will be “PENDING APPROVAL”.